Institutional & Family Asset Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Institutional & Family Asset Management’s Portfolio RDS.B Stock Details RDS.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-64	Closed	-$2K	–	920
2020 Q2	$2K	Hold	64	–	–	﹤0.01%	736
2020 Q1	$2K	Hold	64	–	–	﹤0.01%	690
2019 Q4	$4K	Sell	64 -20	-24%	-$1.18K	﹤0.01%	638
2019 Q3	$5K	Buy	84 +64	+320%	+$3.82K	﹤0.01%	577
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	829
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	823
2018 Q4	$1K	Sell	20 -5	-20%	-$319	﹤0.01%	806
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	771
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	753
2018 Q1	$2K	Buy	+25	New	+$1.68K	﹤0.01%	740

Other funds holding RDS.B

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Institutional & Family Asset Management's RDS.B Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2020, closing a stake of 64 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in RDS.B in Q1 2018 and held it in 10 quarters. The position peaked at $5K in Q3 2019. 485 funds tracked by Wall St. Rank hold RDS.B as of Q3 2020.

Institutional & Family Asset Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 64 Royal Dutch Shell PLC ADS Class B shares in Q3 2020, an estimated $2K.
Institutional & Family Asset Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2018 and held it in 10 quarters.
Institutional & Family Asset Management's Royal Dutch Shell PLC ADS Class B position peaked at $5K in Q3 2019.
485 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.